DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Mv Capital Management, Inc.
Latest filing Mar 31, 2026
First filing on the tape Mar 29, 2012 · 28 filings
SEC status approved since Jan 20, 2006
RAUM
$1.4B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
69%
$1000M individuals and HNW
Advisors
8
registered through the firm on IAPD
RAUM per advisor
$180M
derived; firm RAUM over IAPD count
Employees
8
8 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
28 filings and snapshots on the tape
RAUM$1.4B as of Mar 31, 2026
Mar 29, 2012$341M then
HNW client RAUM$946M as of Mar 31, 2026
Mar 29, 2018$326M then
State-registered IARs (5.B.3)8 as of Mar 31, 2026
Mar 29, 20120 then
Employees (5.A)8 as of Mar 31, 2026
Apr 1, 20138 then
Private funds: no history
RAUM +13% over the last fiscal year+19% a year over threeIARs 9 to 8
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- $180MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 56derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.2MderivedHNW RAUM over HNW clients
- Average account
- $1.2MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 31%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 4.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +13%derivedbetween the last two annual amendments
- Advisor growth, one year
- -11%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +0.5%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, publications, educational seminarsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$946M66%
- Pension and profit-sharing plans$297M21%
- Charitable organizations$143M9.9%
- Individuals$53.7M3.7%
- Individual clients
- 149reported
- HNW clients
- 295reported
- Pension plan clients
- 50reported
- Charitable clients
- 22reported
- Accounts
- 1,224reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.69 fund_share=0.0 institutional_share=0.31 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
8 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Kedest Baharu | Bethesda, Md | Feb 2, 2006 | 28 y | 2 |
| Christopher Carley SchaeferCertified Financial Planner | Bethesda, Md | Feb 2, 2006 | 23 y | 1 |
| Masood Vojdani | Bethesda, Md | Feb 2, 2006 | 35 y | 2 |
| Anabel Quintero | Bethesda, Md | Feb 2, 2006 | 31 y | 2 |
| Mark Evans Underwood | Bethesda, Md | Feb 2, 2006 | 23 y | 1 |
| Katrina Valerie Lamb | Bethesda, Md | Mar 5, 2007 | 35 y | 0 |
| Courtney Virginia Vojdani | Bethesda, Md | Aug 13, 2012 | 16 y | 0 |
| Arian A Vojdani | Bethesda, Md | Jul 22, 2013 | 14 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Junko Ishigami Horvath to Cambridge Investment Research Advisors, Inc.Mar 15, 2012 · Other
Joined, latest
- Junko Ishigami Horvath from Spire Wealth Management, LLCFeb 19, 2008 · Other
- Mark Evans Underwood from Joyn Advisors, Inc.Feb 2, 2006 · Other
- Christopher Carley Schaefer from Joyn Advisors, Inc.Feb 2, 2006 · Other
- Anabel Quintero from Joyn Advisors, Inc.Feb 2, 2006 · Other
- Kedest Baharu from Joyn Advisors, Inc.Feb 2, 2006 · Other
- Masood Vojdani from Joyn Advisors, Inc.Feb 2, 2006 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Evans Mark Underwood · Chief Compliance Officercontrolsince 11/2009 · owns less than 5%
- Masood Vojdani · Presidentcontrolsince 12/2005 · owns 75% or more
Related persons
Schedule D 7.A
- Mv Financial Group, Inc.real estatey
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Bethesda, Md · principal | 8 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 1,169 to 1,224Apr 10, 2025 to Mar 31, 2026
- Advisory employees · 9 to 8Apr 10, 2025 to Mar 31, 2026
- Charity clients · 21 to 22Apr 10, 2025 to Mar 31, 2026
- HNW clients · 297 to 295Apr 10, 2025 to Mar 31, 2026
- Individual clients · 145 to 149Apr 10, 2025 to Mar 31, 2026
- Pension plan clients · 48 to 50Apr 10, 2025 to Mar 31, 2026
- Employees · 9 to 8Apr 10, 2025 to Mar 31, 2026
- State-registered IARs · 9 to 8Apr 10, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.3B to $1.4BApr 10, 2025 to Mar 31, 2026
- HNW RAUM · $823M to $946MApr 10, 2025 to Mar 31, 2026
- Individual RAUM · $49.3M to $53.7MApr 10, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $1.3M to $1.5MApr 10, 2025 to Mar 31, 2026
- Pension RAUM · $270M to $297MApr 10, 2025 to Mar 31, 2026
- RAUM · $1.3B to $1.4BApr 10, 2025 to Mar 31, 2026
- Related adviser · false to trueApr 10, 2025 to Mar 31, 2026
- Accounts · 1,127 to 1,169Mar 25, 2024 to Apr 10, 2025
- Charity clients · 18 to 21Mar 25, 2024 to Apr 10, 2025
- HNW clients · 271 to 297Mar 25, 2024 to Apr 10, 2025
- Individual clients · 166 to 145Mar 25, 2024 to Apr 10, 2025
- Pension plan clients · 49 to 48Mar 25, 2024 to Apr 10, 2025
- Financial planning clients · 1-10 to 1-10Mar 25, 2024 to Apr 10, 2025
- Other offices · 0 to 1Mar 25, 2024 to Apr 10, 2025
- Discretionary RAUM · $1.1B to $1.3BMar 25, 2024 to Apr 10, 2025
- HNW RAUM · $694M to $823MMar 25, 2024 to Apr 10, 2025
- Individual RAUM · $53.0M to $49.3MMar 25, 2024 to Apr 10, 2025
- Non-discretionary RAUM · $1.2M to $1.3MMar 25, 2024 to Apr 10, 2025
- Pension RAUM · $208M to $270MMar 25, 2024 to Apr 10, 2025
- RAUM · $1.1B to $1.3BMar 25, 2024 to Apr 10, 2025
- Accounts · 1,025 to 1,127Mar 29, 2023 to Mar 22, 2024
- Charity clients · 15 to 18Mar 29, 2023 to Mar 22, 2024
- HNW clients · 247 to 271Mar 29, 2023 to Mar 22, 2024
- Individual clients · 146 to 166Mar 29, 2023 to Mar 22, 2024
- Pension plan clients · 46 to 49Mar 29, 2023 to Mar 22, 2024
- Discretionary RAUM · $845M to $1.1BMar 29, 2023 to Mar 22, 2024
- HNW RAUM · $544M to $694MMar 29, 2023 to Mar 22, 2024
- Individual RAUM · $41.7M to $53.0MMar 29, 2023 to Mar 22, 2024
- Non-discretionary RAUM · $1.0M to $1.2MMar 29, 2023 to Mar 22, 2024
- Pension RAUM · $160M to $208MMar 29, 2023 to Mar 22, 2024
- RAUM · $846M to $1.1BMar 29, 2023 to Mar 22, 2024
- Accounts · 944 to 1,025Mar 29, 2022 to Mar 27, 2023
Signals
2 dated events
- Mv Capital Management, Inc. reported RAUM $1.1B, up 26% from $845.9M (2023-03-29 to 2024-03-22)Mar 22, 2024 · RAUM change · derived
- Mv Capital Management, Inc. reported RAUM $733.6M, up 30% from $563.3M (2020-07-08 to 2021-03-23)Mar 23, 2021 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@mvfinancial.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 301-656-2722reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 301-656-6545reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/MV-FINANCIAL-GROUPreportedpublic record, Form ADV, Sep 18, 2026
- Website
- MVFINANCIAL.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 301-656-6545reportedpublic record, Form ADV, Mar 31, 2026
- Contact form
- mvfinancial.com/contact-usreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- mvfinancial.com/meet-our-teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $180Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026